Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-29 |
Branch Locations
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
Citi Private Bank 388 Greenwich St. 30Th Fl., Ny, NY 10013 • United States
Los Angeles, CA • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Tarzana | CA | 11/2021 | 01/2023 |
| University Of Southern California | Los Angeles | CA | 01/2023 | 12/2024 |
| Gelfand, Rennert, & Feldman | Century City | CA | 06/2023 | 08/2023 |
| Citigroup | Beverly Hills | CA | 06/2024 | 08/2024 |
| The Barthwell Group | Los Angeles | CA | 10/2024 | 07/2025 |
| Citigroup | Beverly Hills | CA | 07/2025 | Present |
| Santa Monica College | Santa Monica | CA | 08/2021 | 12/2022 |
| Burbank High School | Burbank | CA | 08/2017 | 05/2021 |
| Millikan Middle School | Sherman Oaks | CA | 08/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
Reach out to this advisor